560 hedge funds and large institutions have $6.34B invested in UGI in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 506560 (+54)

2.68% less ownership

Funds ownership: 91.82%89.14% (-2.7%)

59% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $99.5M

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.3M
Puts
$99.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
326
Tower Research Capital (TRC)
New York
$382K
URS
327
Utah Retirement Systems
Utah
$380K
JFG
328
Jefferies Financial Group
New York
$378K
CTC
329
Corundum Trust Company
South Dakota
$376K
YIH
330
Y-Intercept (HK)
Hong Kong
$370K
Truist Financial
331
Truist Financial
North Carolina
$367K
Wolverine Trading
332
Wolverine Trading
Illinois
$362K
US Bancorp
333
US Bancorp
Minnesota
$360K
SAM
334
Shell Asset Management
Netherlands
$347K
JWCA
335
J.W. Cole Advisors
Florida
$342K
SFA
336
Sequoia Financial Advisors
Ohio
$338K
AWM
337
Accurate Wealth Management
Florida
$336K
HCM
338
Howland Capital Management
Massachusetts
$334K
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$332K
SOAMC
340
Spirit of America Management Corp
New York
$331K
NIM
341
Needham Investment Management
New York
$331K
FFA
342
Farther Finance Advisors
California
$324K
BAM
343
Belpointe Asset Management
Nevada
$323K
FW
344
FullCircle Wealth
Texas
$317K
ECM
345
EMC Capital Management
Texas
$314K
CM
346
Capula Management
Cayman Islands
$314K
PAG
347
Private Advisor Group
New Jersey
$309K
EWA
348
EverSource Wealth Advisors
Alabama
$303K
MFG
349
Merit Financial Group
Georgia
$299K
MAS
350
Meeder Advisory Services
Ohio
$299K